Integration with the MS Exchange and Microsoft 365 services

You can integrate Creatio with Microsoft 365 as well as MS Exchange 2010 and up.

Set up mailbox integration to enable Creatio work with MS Exchange and Microsoft 365 emails, contacts, and calendar. Once the setup is complete, users will be able to configure MS Exchange and Microsoft 365 mailboxes.

Attention

This integration requires preliminary setup of the synchronization service in Creatio on-site. Learn more in the “Set up Exchange Listener synchronization service” article.

Configuring MS Exchange and Microsoft 365 accounts in Creatio

Read more about setting up primary email account parameters in the “Configuring email accounts in Creatio” and “Email account individual settings” articles.

You can also set up the synchronization of Creatio contacts and activities with MS Exchange or Microsoft 365 contacts and calendar.

Contents

•Setting up the MS Exchange and Microsoft 365 services

•Synchronizing Creatio contacts with MS Exchange and Microsoft 365 contacts

•Synchronizing Creatio calendar with MS Exchange and Microsoft 365 calendars

•Synchronizing fields with MS Exchange and Microsoft 365

•Setting up OAuth authentication for integration with Microsoft 365.